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Briarcliff Manor Financial Advisors
MCD Advisors
78 Meadow Road
Briarcliff Manor, NY 10510
(914) 502-4416
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Advisor Profile
Name: Marie DeCaprio
Phone Number: (914) 502-4416
Website: Visit Website
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Business Description

MCD Advisors is a financial planning firm providing fee only, objective financial advice. We work with clients regarding all areas of financial concerns: saving, spending, investing and risk management. We do not sell products nor do we manage assets--we offer unbiased advice based on almost 20 years of experience and a strong educational background.
 

General Information

Gender:    Female
CRD#:    133435
States Licensed in:    NY NJ
States Willing to do Business in:    NY NJ
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    5
Work Experience:    Portfolio Manager, Prudential Investments 9 years
Portfolio Manager, Citigroup Asset Management 4 years
Financial Planner, MCD Advisors, 5 years
I work with the following types of clients:    Individual Investors
 

Education

Academic Background
 
BA Economics, Rutgers University
MBA Finance, New York University
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Mutual Funds
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Analyst (CFA)
Financial Organization Memberships:    Financial Planning Association (FPA)
 

Firm Information

Number of Advisors in Office:    Up to 10 employees
Firm's Number of Clients:    40
Firm's Number of Planning Clients:    40
Firm's Number of Managed Clients:    n/a
Assets Managed by Firm:    n/a
 

Compliance

Registered Investment Advisor:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

I am a fee-only financial professional:    Yes
I am a fee-based financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    0
Compensation Methods:    Hourly, Flat Fee
Hourly Rate:    $190
Flat Fee Rate:    $850
Minimum Fee Charged for Hourly Planning Accounts:    $500
 
 
 
Prepared By: Marie DeCaprio
Most Recent Update: 07/15/2008